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Memos from Howard Marks

Lines in the Sand - Insights

The Memo: Coming into Focus

In his latest memo, Howard Marks discusses the unusual characteristics of this year’s economy; the impact of Covid-related monetary and fiscal policy actions on today’s markets; and the possible ramifications of the Fed/Treasury’s rescue efforts.

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Oaktree Insights


Market Commentary
The Case for Private Debt in Real Estate Investing

The Case for Private Debt in Real Estate Investing

In today’s world of low yields, high asset prices and high uncertainty, private real estate markets may provide relative value compared with other areas of the credit market. Our latest Insights publication discusses this in more detail.

Getting Through the Matrix: Staying Disciplined in an Evolving High Yield Bond Market

Getting Through the Matrix: Staying Disciplined in an Evolving High Yield Bond Market

Read our latest Insights publication to see what Oaktree’s high yield bond investing teams think about the current market environment and how we are positioning our portfolios for the near term.

Performing Credit Quarterly 3Q2020

Performing Credit Quarterly 3Q2020

The third-quarter edition of Oaktree’s Performing Credit Quarterly series brings together market insights from six of our credit strategies all in one place. Get our latest take on the credit market and the opportunities and risks we see as we move toward the end of 2020.

More Market Commentary

Special Editions
Commemorating 25 Years of Mastering the Market Cycle

Commemorating 25 Years of Mastering the Market Cycle

We’re pleased to mark Oaktree’s 25-year anniversary with this timeline of key milestones of our firm alongside major events of the global economy.

Risks and Opportunities in EM amid a Global Slowdown

Risks and Opportunities in EM amid a Global Slowdown

How are today’s volatile market environment and a global economic slowdown affecting the emerging markets? What are the risks and opportunities for EM-focused investors? Read Oaktree’s latest Special Edition for perspectives on those questions and more.

How Oaktree Strives to Add Value in Uncertain Times

It’s Not Supposed to be Easy: How Oaktree Strives to Add Value in Uncertain Times

This Special Edition Insights focuses on the myriad ways Oaktree investment professionals seek to add value to investments in today’s uncertain environment.

More Special Editions

Strategy Primers
Investing in Structured Credit

Investing in Structured Credit

In this Oaktree Insights paper, Co-Portfolio Managers Justin Guichard and Brendan Beer, along with Product Specialist Clark Koury, provide an overview of the structured credit asset class. They cover the dynamics and developments of the market segment and highlight what they view as merits of the asset class.
 
Investing in Mezzanine Debt

Investing in Mezzanine Debt

In this Oaktree Insights paper, Bill Casperson and Raj Makam (Co-Portfolio Managers in the Middle-Market Finance Group) discuss the important role mezzanine capital providers play in growth- and acquisition-related financings in the North American middle market.  They also provide an overview of Oaktree's investment strategy and our perspective on the asset class.
 
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Investing in Real Estate

In this Oaktree Insights paper, John Brady (Real Estate Portfolio Manager) explores the introductory concepts of real estate investing and provides an overview of Oaktree's investment strategy and our perspective on the asset class.

 

Videos


About Our Strategies
Structured Credit Strategy

Structured Credit Strategy

Oaktree’s Structured Credit strategy is grounded in rigorous credit analysis and a strict focus on downside protection. Watch Portfolio Managers Justin Guichard and Brendan Beer describe the cornerstones of our structured credit investing.

Real Estate Debt Strategy

Real Estate Debt Strategy

In this video, Portfolio Manager Justin Guichard describes the cornerstones of Oaktree’s Real Estate Debt strategy, including the primacy of downside protection and a focus on proactive asset management.

Emerging Markets Equity Strategy

Emerging Markets Equities Strategy

In this video, Frank Carroll and Tim Jensen of our Emerging Markets Equities strategy, describe our view of the EM universe, the guiding principles behind risk management and the meaning of value investing in emerging markets.

More About Our Strategies videos
Conversations with Portfolio Managers
Specialization with Armen Panossian

Specialization with Armen Panossian

In this installment of our Conversations with Portfolio Managers series, Co-Chairman Howard Marks and Head of Performing Credit Armen Panossian discuss the importance of specialization that leads to deep asset-specific expertise, a fundamental tenet of Oaktree’s investment philosophy.

Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll

Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll

Co-Chairman Howard Marks is joined by Julio Herrera (Emerging Markets Debt), Pedro Urquidi (Distressed Debt), and Frank Carroll (Emerging Markets Equities) for a roundtable discussion on the emerging markets. Watch the video for their perspectives on the overall EM environment and their approach to disciplined investing during these volatile times.

Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard

Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard

Co-Chairman Howard Marks is joined by Armen Panossian (Strategic Credit), Madelaine Jones (European High Yield Bonds, European Senior Loans) and Justin Guichard (Real Estate Debt, Structured Credit) to discuss today's credit markets, technical conditions, relative value considerations, and potential areas of opportunity.

More Conversations with Portfolio Managers videos

Our Communities Matter

Our Communities Matter

Our Communities Matter

In 2015, Oaktree commemorated its 20th anniversary by launching a special initiative, Our Communities Matter (OCM), to formalize the Company’s long-standing tradition of supporting our communities. Through this program, Oaktree and its employees are able to dedicate their time and resources to numerous meaningful and much-needed community initiatives across the globe.


Podcasts

Podcast: The Memo by Howard Marks

The Memo by Howard Marks

On October 12, 1990, Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.

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